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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.200 | 3.250 | 0.050 |
Shares | 45.000 | 45.090 | 0.090 |
Bonds | 48.190 | 48.190 | 0.000 |
Convertible | 1.540 | 1.540 | 0.000 |
Preferred | 0.200 | 0.200 | 0.000 |
Other | 1.890 | 1.890 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.300 | 16.648 |
Price to Book | 2.849 | 2.421 |
Price to Sales | 1.966 | 1.724 |
Price to Cash Flow | 11.408 | 10.155 |
Dividend Yield | 2.104 | 2.474 |
5 Years Earnings Growth | 11.598 | 10.833 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.090 | 19.778 |
Healthcare | 15.550 | 12.826 |
Financial Services | 14.350 | 15.143 |
Consumer Cyclical | 10.480 | 10.982 |
Industrials | 9.190 | 12.243 |
Consumer Defensive | 8.430 | 7.860 |
Communication Services | 7.760 | 6.707 |
Basic Materials | 4.240 | 5.262 |
Energy | 3.230 | 4.251 |
Utilities | 2.190 | 3.385 |
Real Estate | 1.490 | 3.760 |
Number of long holdings: 2
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Universal Invest Medium HC | LU0471614445 | 99.93 | 213.120 | -0.07% | |
Coleman Street Invest-Income Port 3 | LU0904712873 | 0.07 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Global Flexible C Inc | 3.59B | 4.91 | 3.36 | 4.88 | ||
Universal Global Flexible B Inc | 2.16B | 4.82 | 3.10 | 4.65 | ||
Portfolio Global High C Inc | 1.99B | 6.13 | 4.56 | 6.67 | ||
Portfolio Global Medium B Inc | 1.66B | 3.61 | 1.78 | 3.78 | ||
Universal Global Flexible A Inc | 1.39B | 4.72 | 2.79 | 4.37 |
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